See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,899 | $27,915-89.6% | $58,482-95.0% | $75,163-96.1% |
| Participation rate | 6.0% | 38.8%-32.8pp | 50.9%-44.9pp | 67.2%-61.2pp |
| Annual return | 38.10% | 44.20%-6.1pp | 4239.32%-4201.2pp | 160.62%-122.5pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $130 | $1,201-89.2% | $1,924-93.2% | $4,125-96.8% |
| Admin fee / account holder | $291 | $1,726-83.2% | $2,516-88.4% | $5,651-94.9% |